Latest / Earn Your Leisure / Nasdaq’s Record Highs: Is the AI Boom Here to Stay?
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- 0:00Speaker 1: An illegal alien from Guatemala charged with raping a child
- 0:03Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
- 0:07Speaker 1: accused of murdering a Texas man of Venezuelan charged with
- 0:11Speaker 1: filming and selling child pornography in Michigan. These are just
- 0:15Speaker 1: some of the heinous migrant criminals caught because of President
- 0:19Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
- 0:23Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
- 0:28Speaker 1: crossings are at the lowest levels ever recorded, and over
- 0:31Speaker 1: one hundred thousand illegal aliens have been arrested. If you
- 0:35Speaker 1: are here illegally, your next you will be fined nearly
- 0:39Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
- 0:43Speaker 1: never return. But if you register using our CBP home
- 0:46Speaker 1: app and leave now, you could be allowed to return legally.
- 0:50Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
- 0:55Speaker 1: border and families will be protected.
- 0:57Speaker 2: Sponsored by the United States Department of Homeland Security.
- 1:00Speaker 3: Nasdak's record run.
- 1:02Speaker 4: NASDAK just hit another record high. Is this a fresh
- 1:06Speaker 4: AI led bull leg or will it soon be undone?
- 1:12Speaker 3: I want everyone to be very clear.
- 1:14Speaker 4: I want you to stop wishing for a NASDAK pullback
- 1:17Speaker 4: because you may have gotten in too late or not
- 1:19Speaker 4: at all.
- 1:21Speaker 3: I think in Vidio.
- 1:25Speaker 4: Had ushered in probably the if we're looking at like
- 1:28Speaker 4: the class, like the ninety six draft class, this twenty
- 1:32Speaker 4: twenty five twenty twenty four class of tech companies are
- 1:35Speaker 4: probably some of the best we have ever seen in
- 1:38Speaker 4: the history of American enterprise. So will there be a pullback, Absolutely,
- 1:46Speaker 4: But I'm seeing a lot of correction talk, a lot
- 1:48Speaker 4: of recession talk. Is there a recession in the economy, yes,
- 1:53Speaker 4: and NASDAK and Nvidia not so much.
- 1:56Speaker 3: Two things can be true at the same time.
- 1:59Speaker 4: I think that may be a probability of NAZAC pulling
- 2:01Speaker 4: back to twenty three seventy one somewhere in the area.
- 2:05Speaker 4: But as far as a long term twenty thirty percent drop,
- 2:09Speaker 4: the companies are too strong. In Nvidia MD and I
- 2:13Speaker 4: know that chart keeps circling around of in Nvidia's growth
- 2:16Speaker 4: versus Cisco's growth. The difference is Cisco didn't have the
- 2:20Speaker 4: margins or Netscape during the dot com bubble, didn't have
- 2:25Speaker 4: the same kind of architecture in the business model for
- 2:31Speaker 4: a multi trillion dollar company. For them, to still be
- 2:33Speaker 4: operating at fifty one percent net margin.
- 2:36Speaker 3: As absolutely five fifty.
- 2:40Speaker 4: That's like a small business operating at ninety eight percent
- 2:43Speaker 4: net margin. So this is one of the best companies
- 2:48Speaker 4: ever testa solid Apple starting to fight back Google a solid.
- 2:55Speaker 4: Now is not the time to shorten the market. The
- 2:58Speaker 4: real move is to buy in and hold for a
- 3:00Speaker 4: long period of time and don't change that as I
- 3:03Speaker 4: prep for investments and everything that I want to keep
- 3:06Speaker 4: talking about, like go someone put in chat what is Microsoft?
- 3:10Speaker 4: And in videos all time return. That's the power work
- 3:15Speaker 4: Rashard is talking about, Hey, I had an opportunity to
- 3:18Speaker 4: buy a property. Now I take the games from that
- 3:21Speaker 4: property and put it into something long term and twenty
- 3:24Speaker 4: years he'll be able to look up and from that
- 3:27Speaker 4: initial investment, maybe make five or six million dollars just
- 3:31Speaker 4: holding twenty years. I know now is being an NBA
- 3:34Speaker 4: making three hundred million of years sold back. But this
- 3:38Speaker 4: is the power of investing in quality companies and in
- 3:41Speaker 4: twenty ten and for twenty fifteen.
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- 5:34Speaker 1: An illegal alien from Guatemala charged with raping a child
- 5:38Speaker 1: in Massachusetts. An MS thirteen gang member from El Salvador
- 5:42Speaker 1: accused of murdering a Texas man of Venezuelan charged with
- 5:46Speaker 1: filming and selling child pornography in Michigan. These are just
- 5:50Speaker 1: some of the heinous migrant criminals caught because of President
- 5:54Speaker 1: Donald J. Trump's leadership. I'm Christine Nohm, the United States
- 5:58Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
- 6:03Speaker 1: crossings are at the lowest levels ever recorded, and over
- 6:06Speaker 1: one hundred thousand illegal aliens have been arrested. If you
- 6:10Speaker 1: were here illegally, your next you will be fine Nearly
- 6:13Speaker 1: one thousand dollars a day imprisoned and deported, you will
- 6:18Speaker 1: never return. But if you register using our CBP home
- 6:21Speaker 1: app and leave now, you could be allowed to return legally.
- 6:25Speaker 1: Do what's right. Leave now. Under President Trump America's laws,
- 6:30Speaker 1: border and families will.
- 6:32Speaker 2: Be protected sponsored by the United States Department of Homeland Security.
- 6:35Speaker 4: And if I told you a multi triggion dollar company
- 6:37Speaker 4: was going to usher in this wave and open AI
- 6:40Speaker 4: hasn't even republic yet, now is not the time to
- 6:42Speaker 4: shorten NaSTA.
- 6:43Speaker 3: The Russell.
- 6:45Speaker 4: The hedge funds have the largest number of shorts on
- 6:48Speaker 4: the Russell two thousand and history. That's dramatically different from
- 6:52Speaker 4: what's happening in NASTAC. Please continue to hold for the
- 6:55Speaker 4: next five years. Yeah, I think it's an interesting time.
- 6:58Speaker 5: And if you look at the book case obviously, I
- 7:00Speaker 5: mean just following the trend, if you just from a
- 7:02Speaker 5: technical now, it's a standpoint, you don't see a big
- 7:05Speaker 5: market approaching. In fact, when we talk about you know,
- 7:09Speaker 5: economic indicators, I know CPI, something gets brought up a lot,
- 7:13Speaker 5: and we'll see where inflation is at.
- 7:14Speaker 3: But all signs of pointing to rate cuts.
- 7:17Speaker 5: And if you know anything about rate cuts for large
- 7:20Speaker 5: scale enterprise companies, that's gonna help.
- 7:22Speaker 3: Yees.
- 7:23Speaker 5: So if there's two that are being baked in for
- 7:25Speaker 5: this year, we've been saying it's gonna be too it's
- 7:26Speaker 5: gonna be two September. It looks like it's gonna be
- 7:28Speaker 5: the month. We're just a month away from that. You're
- 7:30Speaker 5: talking about rate cuts that's gonna help. You're talking about
- 7:36Speaker 5: another delay on this China tariff that helps. You're talking about,
- 7:40Speaker 5: now we're going to be able to sell not our
- 7:43Speaker 5: top tier product in backwell, but maybe some of hoppers
- 7:47Speaker 5: to China with a fifteen percent quote unquote tariff, and Trump.
- 7:51Speaker 4: Said he may even let them sell a higher chip
- 7:54Speaker 4: version to China.
- 7:55Speaker 5: I was getting there now, So now you're talking about
- 7:58Speaker 5: you're expanding that market where you had lost maybe a
- 8:02Speaker 5: fifteen percent part of your episode, like that's there on
- 8:06Speaker 5: top of it. Now this talks that you may be
- 8:08Speaker 5: able to sell a higher chip to them. So now
- 8:10Speaker 5: you're growing that base. That's and we're just talking about
- 8:13Speaker 5: in video, right, We're talking about that hyperscaler, that economy
- 8:18Speaker 5: that thrives and grows off the production in the progress.
- 8:22Speaker 3: Of the video is just as strong.
- 8:23Speaker 5: When you're talking about a broad coom and you're talking
- 8:27Speaker 5: about Adell, all these companies that are going to benefit
- 8:32Speaker 5: from it.
- 8:33Speaker 3: All these things help. So will there be a pullback?
- 8:36Speaker 3: I think we saw every week. I thought we saw
- 8:40Speaker 3: two already, Like we saw one in January. For sure,
- 8:43Speaker 3: we saw one on April.
- 8:45Speaker 5: Could we see one here in the next four to
- 8:48Speaker 5: six weeks. I think we'll see a slight pullback. I
- 8:50Speaker 5: don't think it'll be something that will over twenty percent
- 8:54Speaker 5: like a correction. I'm starting to see some analysts starting
- 8:57Speaker 5: to predict that there might be one at the top
- 8:59Speaker 5: of next year.
- 9:00Speaker 3: But right now, deph Flag is green Man.
- 9:04Speaker 4: The top companies in the NASTAK Nvidia, Microsoft, Apple, Google, Amazon, Meta, Broadcom, Tesla.
- 9:13Speaker 4: That's not a top seven or top five.
- 9:16Speaker 1: I want to short an illegal alien from Guatemala charged
- 9:20Speaker 1: with raping a child in Massachusetts. An MS thirteen gang
- 9:24Speaker 1: member from Al Salvador accused of murdering a Texas man
- 9:28Speaker 1: of Venezuelan charged with filming and selling child pornography in Michigan.
- 9:33Speaker 1: These are just some of the heinous migrant criminals caught
- 9:37Speaker 1: because of President Donald J. Trump's leadership. I'm Christy Noman,
- 9:40Speaker 1: the United States Secretary of Homeland Security. Under President Trump,
- 9:45Speaker 1: attempted illegal border crossings are at the lowest levels ever recorded,
- 9:49Speaker 1: and over one hundred thousand illegal aliens have been arrested.
- 9:52Speaker 1: If you are here illegally, your next you will be
- 9:56Speaker 1: fine nearly one thousand dollars a day, imprisoned, and reported.
- 10:00Speaker 1: You will never return. But if you register using our
- 10:04Speaker 1: CBP home app and leave now, you could be allowed
- 10:07Speaker 1: to return legally. Do what's right, leave now. Under President Trump,
- 10:12Speaker 1: America's laws, border and families will be protected.
- 10:16Speaker 2: Sponsored by the United States Department of Homeland Security,